Whitebox Advisors, Llc 401(k) Plan
Sponsored by Whitebox Advisors, Llc · EIN 411957584 · Plan #001
- Total assets
- $35.9M
- Net assets
- $35.9M
- Active participants
- 57
- With balances
- 107
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Trust Company | Trustee (individual), Trustee (institutional), Direct payment from the plan | $23,756 |
| Pension Resource Corporation | Investment advisory (participants), Investment advisory (plan) | $10,128 |
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees | $4,615 |